Gifts of Retirement Assets
Retirement assets left to family members can be subject to estate taxes and income taxes. But when you leave retirement plan assets from your traditional or ROTH IRA, 401(k), 403(b) and other qualified retirement plans to the Lighthouse, a not-for-profit, tax-exempt organization, the entire value of these assets goes directly to our work.
To learn more about naming the Lighthouse a beneficiary of your retirement plan assets, please contact the Planned Giving Office at (212) 821-9443 or email plannedgiving@lighthouse.org. All inquiries will be kept strictly confidential.